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POST
Create a workflow instance

Authorizations

X-API-KEY
string
header
required

Authorization method required to allow user to access the api endpoints.

Body

application/json
template
enum<string>
required
Available options:
cadoc-5710,
cadoc-5711,
alert-investigation,
control-testing-and-sampling
Example:

"cadoc-5711"

name
string
required

Shown in the sidebar and run list. One per regulated entity.

Required string length: 1 - 120
Example:

"CADOC 5711 - Range Brasil Ltda"

enabled
boolean
required

Set false to keep the instance configured but paused.

Example:

true

email
string<email>

Recipient of the workflow report emails, direct. Prefer channel_id when the caller has a destination id, not an address — either one's required.

Example:

"compliance@example.com"

channel_id
string<uuid>

An existing email destination's id (GET /v1/risk/channels). The server resolves this to that channel's real recipient address; either this or email is required.

Example:

"3f7e2d1a-9c4b-4e5f-8a6d-1b2c3d4e5f6a"

recipients
string<uuid>[]

Existing delivery channel IDs. Omit on PATCH to preserve selections; [] clears them. Selected channels receive eligible stored output.

report_mode
enum<string>
default:always

Delivery policy. Omit on PATCH to preserve the stored mode.

Available options:
always,
exception_only
cadence
enum<string>

Defaults to the template cadence.

Available options:
daily,
monthly,
event
Example:

"daily"

formats
string[]

Output formats; must be allowed by the template. Defaults to every allowed format.

Example:
fields
object

Template-declared fields, validated against the template field_schema. Required ones must be present when creating.

Example:

Response

201 - application/json
id
string
required
Example:

"9b2f7c61-2d4e-4a8b-9f10-3c5d7e9a1b2c"

name
string
required
Example:

"CADOC 5711 - Range Brasil Ltda"

email
string
required
Example:

"compliance@example.com"

recipients
string<uuid>[]
required
enabled
boolean
required
Example:

true

report_mode
string
required

Stored delivery mode; unsupported legacy values remain unchanged and execute as always.

cadence
enum<string>
required
Available options:
daily,
monthly,
event
formats
string[]
required
fields
object
required
Example:
created_at
string
required
Example:

"2026-08-25T00:00:00.000Z"

updated_at
string
required
Example:

"2026-08-25T00:00:00.000Z"

updated_by
string | null
Example:

"user@example.com"

Last modified on September 23, 2026